Client Operations Representative - Greenville, SC

Advisor Talent Solutions•Greenville, SC

7d•$50,000 - $55,000

About The Position

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial service firm in the Five Forks are of Greenville, SC is seeking to add a Client Operations Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and be a part of a team whose focus is to make a positive impact on the lives of the clients we work and the community we live in, while we grow together! Job Description: The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the lead advisor for his/her review meetings, and preparing issued accounts for delivery.

Requirements

Financial Industry experience required
2+ years working in a fast-paced office Financial Firm environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
This Client Operations will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.